Level-up Rules
The Level-up Rules section defines the conditions required for an account to progress to the next phase within a program. These rules allow proprietary trading firms to control how users advance based on specific trading achievements.
This section includes two key rule types: Minimum Trading Days and Profit Target.
Profit Target
Specifies the minimum profit a trader must achieve to qualify for the next level. This can be defined as a fixed amount (e.g., $5,000) or as a percentage of the initial balance (e.g., 10%).
Example: Account profit reaches $5,000
Example: Account profit reaches 10% of initial balance
Minimum Trading Days
The Level Up Minimum Trading Days defines the minimum number of unique trading days required. Helps ensure consistency rather than one-time performance.
Example: Trading days must exceed or equal 10 days
Minimum Profitable Trading Days
The Level Up Minimum Profitable Trading Days requires a minimum number of trading days where the trader ends the day with a specific percentage profit. Supports more refined consistency rules.
Example: Profitable trading days must exceed or equal 20 days, with profit 5% of initial balance daily
Daily Profit Consistency
The Level Up Daily Profit Consistency rule ensures that no single day's profit contributes disproportionately to the total account profit. This rule promotes sustainable trading practices and prevents level-up eligibility based on solely on one high-risk, high-reward day.
Formula:
Extra Configuration
These options define how the system handles the level-up once all conditions are met.
Enable Level Up
Toggle to enable or disable the level-up functionality for the current program.
To setup program next phase:
Next Program - Select the target program where the user will be moved after leveling up.
Automatically Upgrade Account - If enabled, the system will perform the upgrade automatically once all criteria are fulfilled.
Review on Upgrade - If enabled, upgrades will require administrator review and approval before proceeding. The account status will be Upgrade Pending.
Certificate After Upgrade
Toggle to automatically send a certificate to users when their account is upgraded under this program. Once enabled:
Choose the certificate template from a dropdown (must be created beforehand in the Certificate page).
Optionally set a custom Certificate Program Name to override the default program name shown in the certificate.
The certificate will be generated in PNG format and sent via email to the user.
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